As policy intervention ratchets up to new levels in response to Covid-19, what are the implications for investors?

Investors should be mindful of structural challenges posed to income generation as a result of rapid thematic change.

We discuss the outlook for UK equities.

Why engagement is an effective way to support the energy sector’s transition to a lower-carbon future.

Why we believe the post-pandemic economy will take some time to get back to pre-crisis levels.

We assess the prospects for oil & gas companies as they seek to navigate the energy transition.

We assess some potential consequences of the pandemic, and how they may play out in the global economy.

We examine the longer-term impact of the virus on the health-care sector.